MTGP

Wisdomtree Mtge Plus BondETF
UnclassifiedCUSIP 97717Y725

Among active 13F managers last quarter, 2 opened and 9 added, while 8 reduced; the largest holder to move was Atria Investments, Inc (−23%).

Tracked 13F holders
47
31 in Q2 2026 filings
13F value (tracked)
$55.1M
13F moves · latest Q
11 added
8 reduced

Who owns MTGP?

47 tracked 13F filers · ranked by shares held

47 tracked 13F filers disclose a position in MTGP as of the latest SEC 13F filings, a combined $55.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1IHT Wealth Management, LLC189K
$8.3M
+1.6%
Added · +3K sh
Q2 2026
2LPL Financial LLC166K
$7.3M
+27%
Added · +36K sh
Q1 2026
3Vericrest Private Wealth149K
$6.6M
+8.6%
Added · +12K sh
Q2 2026
4Atria Investments, Inc96K
$4.2M
−23%
Reduced · −29K sh
Q2 2026
5Mariner, LLC71K
$3.1M
−1.3%
Reduced · −965 sh
Q1 2026
6Lanark Financial, Inc.69K
$3.1M
+6.5%
Added · +4K sh
Q2 2026
7Oxinas Partners, LLC51K
$2.3M
+4.7%
Added · +2K sh
Q2 2026
8RFG Advisory, LLC46K
$2.1M
+2.4%
Added · +1K sh
Q2 2026
9WealthPoint Financial, LLC44K
$1.9M
+4.5%
Added · +2K sh
Q2 2026
10Raymond James Financial Inc38K
$1.7M
+20%
Added · +6K sh
Q1 2026
11Jane Street Group, LLC36K
$1.6M
−29%
Reduced · −15K sh
Q1 2026
12Harbour Investments, Inc.32K
$1.4M
+24%
Added · +6K sh
Q1 2026
13Concurrent Investment Advisors, LLC25K
$1.1M
−12%
Reduced · −4K sh
Q2 2026
14W.H. Cornerstone Investments Inc.25K
$1.1M
New
+25K sh
Q2 2026
15Bison Wealth, LLC20K
$892K
−8.4%
Reduced · −2K sh
Q2 2026
16Kestra Private Wealth Services, LLC19K
$857K
+9.8%
Added · +2K sh
Q2 2026
17Private Advisor Group, LLC18K
$798K
−27%
Reduced · −7K sh
Q2 2026
18Envestnet Asset Management Inc16K
$716K
+12%
Added · +2K sh
Q1 2026
19Vestmark Advisory Solutions, Inc.16K
$701K
Held
Q2 2026
20Empirical Asset Management, LLC16K
$695K
+12%
Added · +2K sh
Q2 2026
21Cetera Investment Advisers10K
$432K
+7.0%
Added · +638 sh
Q1 2026
22EJMK Ventures LLC9K
$399K
−25%
Reduced · −3K sh
Q2 2026
23PSI Advisors, LLC7K
$317K
−19%
Reduced · −2K sh
Q2 2026
24UBS AM, a distinct business unit of UBS Asset Management Americas LLC7K
$299K
New
+7K sh
Q1 2026
25Wealthcare Advisory Partners LLC7K
$293K
−14%
Reduced · −1K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MTGP being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MTGP and 9 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
9
added to an existing position
Reduced
8
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MTGP also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA25 funds$36.5B
Apple IncAAPL25 funds$28.8B
Microsoft CorpMSFT25 funds$24.7B
Amazon.com IncAMZN25 funds$16.4B
Tesla IncTSLA25 funds$7.7B
Meta Platforms Inc-Class AMETA25 funds$7.7B
Cisco Systems IncCSCO25 funds$3.5B
SS SPDR S&P 500 ETF Trust-USSPY25 funds$1.0B
Wisdomtree Yield Enhanced USAGGY25 funds$60.0M
Broadcom IncAVGO24 funds$12.8B
Alphabet Inc-CL CGOOG24 funds$9.5B
JPMorgan Chase & CoJPM24 funds$6.0B

Ranked by how many of MTGP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MTGP.

Institutional ownership over time

31 tracked filers in Q2 2026 filingsstill filing
02346Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $37.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MTGP

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MTGP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MTGP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for MTGP. Filings are public domain, sourced to SEC EDGAR.